In this portfolio insights article, Dan Miles discusses the wide array of ESG approaches to portfolio construction. While ESG factors are very important, risk management and valuation is still an important consideration. The Innova approach is integrated, our new Sustainable Future portfolios apply an ESG overlay via positive and negative screens, but still retains our risk management approach that underpins the success of our traditional funds.
We also believe that ESG is not limited to investment returns, we want to also focus on tangible outcomes that improve the United Nation’s Sustainable Development Goals. This is why we are also donating at least 20% of revenue to aligned ESG focused Australian charities. Please reach out to us if you would like to learn more.